Overview
Trade Finance Course Overview
Trade credit is an agreement between two or more parties to facilitate a transaction, where payment is not exchanged at the time a good or service is purchased (or rendered). Trade Finance is a broad term with a number of important subtopics – all of which revolve around structuring transactions to de-risk as many elements as possible. This course covers mitigation tools for payment, performance, currency, and shipping risks (among others), by exploring common credit and payment terms, lending products, shipping terms, hedging strategies, insurance products, and more. We look at these topics from the perspectives of buyers, sellers, and the financial services professionals that advise and finance the two counterparties.
Trade Finance Learning Objectives
Upon completing this course, you will be able to:- Define trade finance.
- Analyze how trust and timing issues affect buyers, sellers, and the financial institutions that support both parties.
- Identify common contract and payment terms used in global trade.
- Explain financial risks and performance risks.
- Compare key trade finance instruments and credit products that are used globally.
- Recommend risk mitigation solutions.
Trade Finance course is an elective course in CFI’s CBCA® program
CFI’s Commercial Banking & Credit Analyst (CBCA)™ Program offers skills including financial analysis techniques, credit structuring, and specialized lending. From beginners to advanced users, the CBCA® program is designed to help you become a world-class commercial banker or credit analyst.
Who should take this CBCA® course?
This Trade Finance course is designed for current and aspiring commercial lending professionals, including relationship managers or loan officers, credit analysts, loan brokers, and adjudicators.
Get Recognized With CFI
See All Certification ProgramsWhat you'll learn
Lesson
Multimedia
Exams
Files
Trade Credit Fundamentals
Midway Check-In
Trade Risks and Mitigation Strategies
What is Currency Risk
Why Do Exchange Rates Move
Client Example - Currency Risk
FX Forwards
FX Swaps
Payment Risk
Payment Risk Mitigation
Types of Insurance Policies
Types of Insurance Coverage
Interactive Exercise 4
Insurance Coverage Example
Receivable Insurance - What is and What is Not Covered
Policy Walkthrough
Performance Risk
Letters of Credit
Bid Guarantees and Bonds
Interactive Exercise 5
Performance and Warranty Bonds
Other Notable Trade Risks
Interactive Exercise 6
Conclusion
Qualified Assessments
This Course is Part of the Following Programs
Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.
Commercial Banking & Credit Analyst (CBCA)™ Certification
- Skills Learned Financial Analysis, Credit Structuring, Risk Management
- Career Prep Commercial Banking, Credit Analyst, Private Lending
What our students say
Good course
Enjoyed the course and learned more
Enjoyed the course and learned more
Brian Mutondo
Educative program s
I really appreciate n and enjoying learning through CFl institute
I really appreciate n and enjoying learning through CFl institute
Aubrey Nchima
Excellent
Excellent
Excellent
Tahnoon Esmail
Learning is simplified
Very rich content
Very rich content
